Travis Frayard, CFP, CPM, Cepa - Ubs Financial Services

Travis Frayard, CFP, CPM, CEPA is a highly recognized financial advisor at UBS Financial Services Inc. in Lafayette, LA. With a passion for helping individuals achieve their financial goals, Travis offers strategic solutions through UBS Wealth Way, a personalized approach that addresses every dimension of a client's life, including investments, business, and legacy. As a Portfolio Manager in the UBS Portfolio Management Program, Travis specializes in managing customized investment strategies and implementing proprietary model portfolios, while also providing traditional advice and guidance to his clients.

Travis Frayard's expertise and dedication have earned him numerous accolades, including being named one of Barron's Top 1,200 Financial Advisors in 2023 and Forbes America's Top Next-Gen Generation Wealth Advisors in 2022 and 2023. With a Masters in Business Administration and a concentration in Portfolio Management from the University of North Carolina, as well as credentials such as Certified Exit Planning Advisor, CERTIFIED FINANCIAL PLANNER, Certified Investment Management Analyst, and Chartered Retirement Plans Specialist, Travis is well-equipped to assist clients in achieving their vision of financial success.

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